Ed Velez Email & Phone Number

Participates in the screening, hiring, and orientating for direct care staffAssigns and schedules direct care staff to clients (patients or facilities)Oversees the acceptance and assignment of patientsAssists in maintaining patient records on all cases, documenting and filing as neededMay be responsible for or assisting with maintaining direct care staff personnel file / requirementsAssists the staff by screening incoming callsAssists in basic office functions and the delivery of servicesMay be responsible for on-call responsibilities during the evening and weekendPerforms various bookkeeping, verifying time slips or assisting with billing and payroll functionsAssist with Business Development as needed: attend job or health fairs, recruitment events, PR calls with existing or potential clients

Dayton, Ohio Area

Assisting potential borrowers and current customers with questions regarding loan productsProcess Loan ApplicationsComplete evaluation of vehicles, using resources and tools providedManaging customer’s loans and paymentsDaily communication with customers regarding their accounts and making courtesy calls when necessary.Training employees in new procedures and lending practices.Assists in marketing and promotional materials.Running daily audits to prevent fraud and compiling reports to assist in preventing any compliance issues.Running daily operational reports that track lending.Daily balancing of banking accounts

Support field service team in managing the day to day relationship of the large plan client relationships Act as liaison between plan sponsor, broker, third party administrators Transamerica Retirement Service specialists groups (operational areas) Manage work flow queues to ensure customer based service standards are met Strategized proactive outbound calling campaigns Train client, brokers and third part administrators on administrative tools available through our plan sponsor web site (enrollment kit solutions and plan administration tracking) Act as centralized knowledge base for operations, field service and sales Own the client relationship for Transamerica Retirement Service small plan clients Consult with clients and brokers on plan design issues. Interpret and explain plan provisions. Recommend alternative plan design provisions to accomplish clients' goals. Interpretation of discrimination testing rules and results. Consultation on solutions to failed testing Consultation with clients on plan options following company mergers. Consult with clients and brokers on plan enhancements or upgrades including conversions of older investment contracts to the latest products and services. Consult with clients on plan termination and contract termination issues. Consult available options with clients upon terminating a plan and contract. Serve as a contact person for the client during the plan termination process. Licensing and commission issues. Explain commission options to agents. Tracking unallocated deposits on the Pending Deposit Register and assisting in getting them allocated. Consultation on procedures and options for participant distributions.

Responsible for handling inquiries regarding billing and delivery of merchandise to sales representatives. Order entry. Handling delivery issues that arise.

Responsible for keying payment and balancing accounts. Also responsible for dealing with incoming calls regarding credit and check cards; Responsibilities included answering incoming calls regarding furniture deliveries, credit account info and disputes. Handling escalated calls on a supervisor level. Testing inhouse applications. Maintaining and tracking trends to improve workflow. Acting as a liason between our delivey company, buying office , stores and customers. Tracking and managing associate stats and training on areas of improvement.Merchandising

Responsible for creating and executing lesson plans. Tutoring elementory school aged students.

Greater New York City Area

Responsible for reviewing unpaid medical bills and contacting customers as well as insurance companies to seek payment. Also involved in dealing with incoming patients without health insurance and enrolling them in several managed care programs.